Program Management Resources

Data Services Q1 Grant Proposals

Share high level steps, roles and schedule for the Q1 DS grant proposals in order to

Get team feedback, revisions and buy-in

Ensure we can get the proposals out the door with the highest quality and least pain

Share first take at building a common proposal process and get your feedback

Please

Read the document

Find your name

Respond to items needing your input

Respond to items you have ideas about

How

Change content as you think appropriate and

Add commentary to the discussion page if needed

These proposal sections need a bunch of fleshing out. We are mid-stream so the process below is not going to fully implemented but we need to get ahead of the deadlines as soon as possible by building more detail into the steps, who will do them and when. Please go down to the Proposal Process section to get ideas for what needs your input. (smile)

Completed and signed Proposal Review Form, which must include the date and time proposal is due, with the applicable time zone noted

Completed PRF Expanded Personnel Form.

Statement of work or technical section (in final or draft form). We will probably need to pull this from the draft narrative and develop some text providing more detail about UCB work.

Budget spreadsheet. If the budget in any required sponsor format is not sufficiently detailed or explanatory, then an Excel spreadsheet should be included for SPO review.

Budget justification and roles and responsibilities -- a separate document, drawn from the narrative and expanded, identifying the roles and responsibilities of people on the budget plus explanations of other line items.

Carl with connect with Mellon to confirm what their documentation concern is; for example, is it that they need to understand SOA better or is the quality of the documentation an issue? We believe that at the least, it's organization on the wiki is problematic.

IMLS/CollectionSpace Communities of Practice

CS2 and Bamboo proposal team to use this proposal as coherence check for Mellon proposals

Also review for what can be re-purposed for the other proposals

Proposal Process (early thoughts; this needs input from team)

Identify proposal team, roles and responsibilities

PM

Writers

Reviewers

PI

Budgeter(s)

.Kick off meeting

Build schedule

SPO (Sponsored Projects Office) – Amy

Must check sponsors website for specific terms and conditions of funding source.

UCB policy allows cost sharing only when required by the sponsor and incorporated in the program announcement.

PI Each proposal must have a UCB Principal Investigator. A Principal Investigator is an individual who has been granted the ability to officially solicit or apply for extramural support for research, training, or public service programs or projects in the name of the University with the prior approval of the Board of Regents or an authorized Officer or official of the University.

Schedule

SPO must have 5 full working days (8-5) prior to submission in order for the proposal to not be considered late.

Terence Phuong in DCIO needs at least one day prior to SPO submission to review.

Subrecipients will need 2-3 weeks prior to that to fill out the Subrecipient form.

Completed and signed Proposal Review Form, which must include the date and time proposal is due, with the applicable time zone noted

Statement of work or technical section (in final or draft form)

Budget with complete justification (note: if the budget in any required sponsor format is not sufficiently detailed or explanatory, then an Excel spreadsheet should be included for SPO review). Indirect costs must be calculated with either the federal negotiated rate or the rate specified by the sponsor in written policy or program guideline documents. Any request for a vital program waiver must accompany the proposal to SPO